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ShoreHaven Wealth Partners’s Cullen/Frost Bankers CFR Stock Holding History

ShoreHaven Wealth Partners’s Portfolio CFR Stock Details CFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11
Closed -$1K – 97
2021
Q1 		$1K Hold
11
– – ﹤0.01% 268
2020
Q4 		$1K Buy
+11
New +$865 ﹤0.01% 239

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ShoreHaven Wealth Partners's CFR Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Cullen/Frost Bankers (CFR) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in CFR in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 327 funds tracked by Wall St. Rank hold CFR as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Cullen/Frost Bankers position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 11 Cullen/Frost Bankers shares in Q2 2021, an estimated $1K.
  • ShoreHaven Wealth Partners first reported a position in Cullen/Frost Bankers in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Cullen/Frost Bankers position peaked at $1K in Q1 2021.
  • 327 funds tracked by Wall St. Rank held Cullen/Frost Bankers as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.